Lafayette Investments, Inc.

CIK

1308377

Location

ASHTON, MD

Portfolio Value

Small $462,832,732

Diversification

Diversified

Filing Date

Global Rank

#2,434 / 8,232 ▲ 35

Top Industry

Insurance - Property & Casualty 13.8%

3Y Alpha vs SPY

-8.8%

Period ended 2 months ago

Filed Apr 27, 2026 · 48d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+40.5%

SPY

+76.3%

Annualised alpha

-8.8%

Max drawdown

−13.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

141 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.1%

+0.1 pts

Top 5

33.0%

−0.4 pts

Top 10

45.8%

−1.4 pts

HHI

356

Diversified−9

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	36.2%	$167,742,479	28
Technology	21.9%	$101,206,865	26
Consumer Cyclical	10.5%	$48,808,290	17
Industrials	9.4%	$43,488,871	18
Consumer Defensive	5.9%	$27,503,744	11
Communication Services	5.7%	$26,576,401	7
Healthcare	4.8%	$22,119,456	16
Energy	2.4%	$11,191,349	7
Basic Materials	2.3%	$10,420,941	2
Unclassified	0.4%	$1,860,777	2
Real Estate	0.2%	$981,947	4
Utilities	0.2%	$931,612	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PAYC	Paycom Software, Inc.	+12,565	45,308	$5,506,734
CRM	Salesforce, Inc.	+10,658	12,536	$2,340,095
ADBE	Adobe Inc.	+6,991	13,472	$3,274,773
NVO	Novo Nordisk A S	+3,317	72,455	$2,662,721
PYPL	PayPal Holdings, Inc.	+3,171	67,759	$3,064,739
UBER	Uber Technologies, Inc	+1,731	12,066	$867,907
INTU	Intuit Inc.	+1,668	2,366	$1,023,011
ZTS	Zoetis Inc.	+1,282	5,862	$692,947
AMZN	Amazon Com Inc	+900	23,527	$4,899,968
CTSH	Cognizant Technology Solutions Corp	+775	17,274	$1,059,759
SPGI	S&P Global Inc.	+698	1,813	$771,141
TROW	Price T Rowe Group Inc	+590	85,810	$7,734,913
NFLX	Netflix Inc	+573	4,354	$418,637
IBM	International Business Machines Corp	+450	4,292	$1,040,337
ABNB	Airbnb, Inc.	+415	5,631	$711,082
V	Visa Inc.	+382	9,066	$2,740,107
ACN	Accenture plc	+349	16,187	$3,209,720
CRWD	CrowdStrike Holdings, Inc.	+300	2,875	$1,122,428
T	At&T Inc.	+288	15,104	$437,864
FTNT	Fortinet, Inc.	+236	3,637	$297,215
MSFT	Microsoft Corp	+228	36,807	$13,624,847
AXP	American Express Co	+228	1,202	$363,580
WMT	Walmart Inc.	+217	2,711	$336,923
CMG	Chipotle Mexican Grill Inc	+211	74,581	$2,387,337
PANW	Palo Alto Networks Inc	+200	4,482	$718,554
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
B	Barrick Mining Corp	−83,202	245,333	$10,007,133
GLW	Corning Inc /Ny	−20,769	17,102	$2,325,358
SBUX	Starbucks Corp	−5,946	57,904	$5,187,619
ANET	Arista Networks, Inc.	−4,675	21,946	$2,694,529
VZ	Verizon Communications Inc	−3,200	18,161	$911,682
KMI	Kinder Morgan, Inc.	−2,000	6,980	$234,039
KLAC	Kla Corp	−1,958	17,017	$25,056,000
AOS	Smith A O Corp	−1,830	46,161	$3,043,856
BRK-B	Berkshire Hathaway Inc	−1,757	117,082	$56,105,694
NSC	Norfolk Southern Corp	−1,534	31,895	$9,153,865
JNJ	Johnson & Johnson	−1,298	43,382	$10,604,296
NKE	NIKE, Inc.	−1,216	42,195	$2,228,739
MHK	Mohawk Industries Inc	−1,180	23,626	$2,326,215
DHR	Danaher Corp /De/	−1,050	6,678	$1,266,148
L	Loews Corp	−1,043	71,880	$7,672,471
VTS	Vitesse Energy, Inc.	−1,016	16,497	$299,585
PEP	Pepsico Inc	−973	45,959	$7,136,973
FNV	FRANCO NEVADA Corp	−937	1,675	$413,808
ESAB	ESAB Corp	−937	33,329	$3,221,581
PGR	Progressive Corp/Oh/	−845	88,022	$17,449,481
SCHW	Schwab Charles Corp	−824	94,860	$8,914,942
EGBN	Eagle Bancorp Inc	−800	15,200	$378,024
PFE	Pfizer Inc	−788	19,399	$544,723
CHKP	Check Point Software Technologies Ltd	−720	21,408	$3,058,132
TXN	Texas Instruments Inc	−688	16,308	$3,166,035
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
KHC	Kraft Heinz Co	12,533	$281,867
GNRC	Generac Holdings Inc.	1,300	$253,929
AEP	American Electric Power Co Inc	1,650	$216,282
MU	Micron Technology Inc	625	$211,150
EPD	Enterprise Products Partners L.P.	5,500	$208,120
D	Dominion Energy, Inc	3,281	$202,831
MELI	Mercadolibre Inc	116	$200,566
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
ULTA	Ulta Beauty, Inc.	1,572	$951,075
WHR	Whirlpool Corp /De/	8,548	$616,652
GM	General Motors Co	3,507	$285,189
LLY	ELI LILLY & Co	237	$254,699
PG	PROCTER & GAMBLE Co	1,519	$217,687
ORCL	Oracle Corp	1,100	$214,401
BLK	BlackRock, Inc.	199	$212,997
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

141 positions · $462,832,732 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 141 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	117,082	-1,757	$56,105,694	−6.1%	12.12%
MKL	Markel Group Inc. Financial Services	Reduced	19,901	-492	$38,091,905	−13.1%	8.23%
KLAC	Kla Corp Technology	Reduced	17,017	-1,958	$25,056,000	+8.7%	5.41%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	88,022	-845	$17,449,481	−13.8%	3.77%
META	Meta Platforms, Inc. Communication Services	Reduced	28,245	-615	$16,159,811	−15.2%	3.49%
AAPL	Apple Inc. Technology	Reduced	57,744	-411	$14,654,849	−7.3%	3.17%
MSFT	Microsoft Corp Technology	Added	36,807	+228	$13,624,847	−23.0%	2.94%
JNJ	Johnson & Johnson Healthcare	Reduced	43,382	-1,298	$10,604,296	+14.7%	2.29%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	43,928	-80	$10,379,307	−2.2%	2.24%
B	Barrick Mining Corp Basic Materials	Reduced	245,333	-83,202	$10,007,133	−30.1%	2.16%
NSC	Norfolk Southern Corp Industrials	Reduced	31,895	-1,534	$9,153,865	−5.2%	1.98%
AZO	Autozone Inc Consumer Cyclical	Reduced	2,704	-35	$9,133,517	−1.7%	1.97%
SCHW	Schwab Charles Corp Financial Services	Reduced	94,860	-824	$8,914,942	−6.7%	1.93%
PAYX	Paychex Inc Technology	Added	89,504	+59	$8,245,108	−17.8%	1.78%
LMT	Lockheed Martin Corp Industrials	Reduced	13,528	-60	$8,176,187	+24.4%	1.77%
TROW	Price T Rowe Group Inc Financial Services	Added	85,810	+590	$7,734,913	−11.3%	1.67%
L	Loews Corp Financial Services	Reduced	71,880	-1,043	$7,672,471	−0.1%	1.66%
PEP	Pepsico Inc Consumer Defensive	Reduced	45,959	-973	$7,136,973	+6.0%	1.54%
XOM	Exxon Mobil Corp Energy	Reduced	40,489	-612	$6,869,363	+38.9%	1.48%
JEF	Jefferies Financial Group Inc. Financial Services	Added	137,608	+23	$5,679,082	−33.4%	1.23%
PAYC	Paycom Software, Inc. Technology	Added	45,308	+12,565	$5,506,734	+5.5%	1.19%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	57,904	-5,946	$5,187,619	−3.5%	1.12%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,992	+100	$4,974,178	+17.9%	1.07%
AMZN	Amazon Com Inc Consumer Cyclical	Added	23,527	+900	$4,899,968	−6.2%	1.06%
GPC	Genuine Parts Co Consumer Cyclical	Reduced	45,712	-497	$4,834,044	−14.9%	1.04%
KO	Coca Cola Co Consumer Defensive	Reduced	63,091	-498	$4,798,070	+7.9%	1.04%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	15,660	-229	$4,606,545	−10.0%	1.00%
PH	Parker-Hannifin Corp Industrials	Reduced	5,055	-509	$4,525,438	−7.5%	0.98%
GHC	Graham Holdings Co Consumer Defensive	Reduced	4,250	-40	$4,493,355	−4.7%	0.97%
MSGS	Madison Square Garden Sports Corp. Communication Services	Reduced	13,354	-135	$4,291,975	+23.0%	0.93%
LII	Lennox International Inc Industrials	Reduced	8,977	-270	$4,166,495	−7.2%	0.90%
ALLE	Allegion plc Industrials	Reduced	23,598	-490	$3,428,553	−10.6%	0.74%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	19,247	-100	$3,338,392	−7.0%	0.72%
DIS	Walt Disney Co Communication Services	Reduced	34,206	-545	$3,296,774	−16.6%	0.71%
ADBE	Adobe Inc. Technology	Added	13,472	+6,991	$3,274,773	+44.4%	0.71%
ASML	Asml Holding NV Technology	Held	2,475	0	$3,269,054	+23.5%	0.71%
ESAB	ESAB Corp Industrials	Reduced	33,329	-937	$3,221,581	−15.8%	0.70%
ACN	Accenture plc Technology	Added	16,187	+349	$3,209,720	−24.5%	0.69%
TXN	Texas Instruments Inc Technology	Reduced	16,308	-688	$3,166,035	+7.4%	0.68%
PYPL	PayPal Holdings, Inc. Financial Services	Added	67,759	+3,171	$3,064,739	−18.7%	0.66%
CHKP	Check Point Software Technologies Ltd Technology	Reduced	21,408	-720	$3,058,132	−25.5%	0.66%
AOS	Smith A O Corp Industrials	Reduced	46,161	-1,830	$3,043,856	−5.2%	0.66%
V	Visa Inc. Financial Services	Added	9,066	+382	$2,740,107	−10.0%	0.59%
DEO	Diageo PLC Consumer Defensive	Added	36,681	+154	$2,730,900	−13.3%	0.59%
ANET	Arista Networks, Inc. Technology	Reduced	21,946	-4,675	$2,694,529	−22.8%	0.58%
NVO	Novo Nordisk A S Healthcare	Added	72,455	+3,317	$2,662,721	−24.3%	0.58%
CVX	Chevron Corp Energy	Reduced	12,231	-445	$2,530,593	+31.0%	0.55%
HAS	Hasbro, Inc. Consumer Cyclical	Reduced	26,162	-412	$2,448,763	+12.4%	0.53%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	50,130	-315	$2,443,837	−11.9%	0.53%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Added	74,581	+211	$2,387,337	−13.2%	0.52%